Pros | ![]() Lower expense ratio. | ![]() Larger AUM within category. | ||
Cons | - | - |
INDMoney rank | 6/40 | 2/40 | ||
Category,Subcateogry | Equity,Equity - Other | Equity,Equity - Other | ||
Fund Age | 4 Years | 4 Years | ||
Fund Size | 2898 Cr | 13479 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹5000 | SIP ₹100 Lumpsum ₹5000 | ||
Expense Ratio | 0.49% | 0.72% | ||
Exit Load | 0.5% | 1% | ||
Benchmark Index | Nifty 500 TR INR | Nifty 500 TR INR |
No of Holdings | 69 | 81 | ||
Top 5 Holdings | Reliance Industries Ltd (6.02%) HDFC Bank Ltd (5.06%) Kotak Mahindra Bank Ltd (3.53%) Axis Bank Ltd (2.87%) Larsen & Toubro Ltd (2.7%) | HDFC Bank Ltd (9.72%) ICICI Bank Ltd (8.91%) Reliance Industries Ltd (7.68%) Larsen & Toubro Ltd (6.89%) UltraTech Cement Ltd (4%) | ||
No of Sectors | 11 | 12 | ||
Top 3 Sectors | Financial Services (35.64%) Basic Materials (15.62%) Industrial (14.75%) | Financial Services (32.6%) Industrial (17.6%) Consumer Cyclical (14.23%) | ||
Equity % | 99.41% | 87.26% | ||
Debt % | - | - | ||
P/E | 25.99 | 23.72 | ||
P/B | 3.13 | 3.29 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -2.26% | 0.74% | ||
3-Month Return | -0.75% | 2.72% | ||
6-Month Return | 11.98% | 17.77% | ||
1-Year Return | -6.65% | 5.5% | ||
3-Year Return | 21.01% | 23.03% | ||
5-Year Return | - | - |
Sharpe | 1.12 | 1.31 | ||
Alpha | 5.22 | 7.29 | ||
Beta | 0.96 | 0.86 | ||
Standard Deviation | 13.46 | 12.3 | ||
Information Ratio | 1.51 | 1.57 |
Description | Tata Business Cycle Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ICICI Prudential Business Cycle Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Murthy Nagarajan,Hasmukh Vishariya,Rahul Singh,Sailesh Jain | Lalit Kumar,Manish Banthia,Anish Tawakley,Sharmila D’mello |